Transact
Transact is a leading UK investment wrap platform for financial advisers and their clients. Our culture is collaborative, inclusive and open-minded. We work hard to continually challenge the way we do things to maintain our market leading status.The Transact platform enables clients and their financial advisers to hold and manage their financial portfolio in one single online place, and is supported by unrivalled personal service. Our goal is to make all aspects of portfolio management as easy a
- Est. revenue
- $50M–$100M
- Latest round
- Series Unknown
- Employees
- 493
Funding & revenue at Transact
How well capitalized the business is — useful context before you scope a fractional engagement or negotiate a rate.
Estimated annual revenue
$50M–$100M
Modeled range, not company-reported
Latest round
Series Unknown
Jan 2014
Publicly traded
TRANSACT
Investors
Charlotte Street Capital
Growth signals
How fast Transact is adding people, roles, and audience.
Employees
493
Reported band 201-500
LinkedIn followers
9.1K
+18.1% year over year
Headcount change
- MoM
- -1.4%
- -7 people
- QoQ
- -1%
- -5 people
- 6mo
- +0.2%
- +1 people
- YoY
- 0%
- 0 people
- 2yr
- +6%
- +28 people
Team composition
Where Transact concentrates its people — a read on which function a fractional leader would plug into.
By function
- Business Development13928%
- Information Technology7515%
- Operations5511%
- Support418%
- Finance347%
- Human Resources235%
- Sales163%
- Accounting153%
By region
- United Kingdom433
- England, United Kingdom420
- London Area, United Kingdom352
- Greater London222
- India22
- Karnataka, India20
Inside Transact
What the business focuses on, where it operates, and how employees rate it.
Specialties
PensionsISAsWrappersInvestment ManagementPlatformTechnologyWealth ManagementBondsInvestment Platform
Categories
FinTechFinanceFinancial ServicesInvestment & Asset Management
Markets
PRIVATE
Ratings
- Culture & values
- 4.3/5
- Work-life balance
- 4.5/5
- Product reviews
- 8.6/5(325)
Transact in the news
Recent coverage picked up alongside the firmographic refresh.
- Domestic Investors Tighten Grip on NGX, Transact N11.89tn in Eight Months
Sep 2026
- Consumer Edge Launches US Transact T+2, Redefining the Speed and Accuracy Tradeoff in Consumer Transaction Data
Sep 2026
- AGS Transact Technologies vs Nifty 50: Returns Compared
Sep 2026
- AGS Transact Technologies Share Price: Buy or Sell
Sep 2026
- TabaPay Closes $155 Million Strategic Growth Financing Led by FTV Capital and Announces Planned Acquisition of Transact Bank
Sep 2026
- TabaPay Secures $155M As It Plans To Buy Transact Bank
Sep 2026
Jobs
1
Funding, revenue, headcount, and hiring figures are third-party estimates from public sources and are not confirmed by the company. Last refreshed October 26, 2026.
About this page
This company page is automatically generated based on publicly available job postings. Company information is sourced from publicly available data and may not be complete. If you represent Transact, you can claim this page to manage and enhance it.